Passion vs. Process: Why Employers Should Demand More Than Transactional Brokers

Fortune 500 brokerage firms love to pitch their scale, but here’s the reality: senior leaders vanish after the sales meeting, your account is handed to junior staff, and the relationship devolves into quarterly check-ins and generic slide decks. For tribal governments, public entities, and middle-market employers, this isn’t just disappointing—it’s dangerous. Complex risks are handed […]